DAVE Tuttle signed Norris, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norris, Inc.'s EIN is 39-0833609.
Download the official 2024 Form 5500 (PDF) for Norris, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norris, Inc.'s plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD | 39-6037917 | — | NONE | $32K | — |
| ANICK & ASSOCIATES | 39-1977004 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | $3.9M | $3.9M | 32.4% | |
| Vanguard | Mutual Funds | — | $3.1M | $2.7M | 22.0% | |
| T Rowe Price | Mutual Funds | — | $1.7M | $1.7M | 13.9% | |
| Wells Fargo | Other securities | — | $1.3M | $1.2M | 10.1% | |
| Guggenheim Investments | Other securities | — | $1.3M | $1.2M | 10.0% | |
| Dodge & Cox | Mutual Funds | — | $1.3M | $1.2M | 10.0% | |
| Dreyfus | Mutual Funds | — | $50K | $50K | 0.4% | |
| Dreyfus | Mutual Funds | — | $24K | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
